Family Business Succession Planning

Written on February 18, 2025

This month on the podcast, we’re sitting down with Stephen Merlin and his son Scott to discuss what sets CPMT apart as a law firm. That conversation turned to the question of what it’s like to run a family business like CPMT and how succession planning works for a family-owned business. No two families will experience succession the same way. Instead, it is a multifaceted undertaking that extends beyond mere financial and legal considerations. It gets right at the heart of family dynamics, values, and the legacy the family wants to build for future generations. Read More

Category: Mergers and Acquisitions clear

The Expansion of Your Business' Horizons

Most business owners have expansion on their minds. They’re always looking to grow!

Adobe Stock 286630901 Editorial Use Only

The Power of a Strategic Acquisition

You may have heard of Peloton’s recent acquisition of Precor. It was a $420 million deal and Peloton’s largest acquisition to date.

Why Do Some Companies Get Such High Valuations?

Have you ever read an article about a major acquisition and wondered exactly how and why a business is willing to pay so much for a business that seems, well, not quite worth that amount?

Business Acquisition: The Premium in Predictability

Whether you’re buying or selling a business, predictability is a virtue in the process that benefits both sides.

5 Effective Traits to Help Business Owners Build a Dream Team During a Sale

Building a dream team for your business clients takes time, finesse and communication. Whether you’re an orchestrator for legal, financial, or general business issues, building a strong internal team that can help the new owner(s) of a business succeed after an acquisition is key to more efficient and successful acquisitions.

3 Advantages of Hiring an Outside General Counsel

As a small business owner, budgets are very tight, and the idea of having an attorney regularly engaged to handle the day-to-day legal issues that might come up can seem impossible.

The benefits of an M&A attorney

Buying a business is a large, complicated project that needs to be managed, organized, and attended to by someone with the skill and expertise to better ensure an efficient and successful closing.

How to perform proper due diligence to avoid future conflicts

Due Diligence is an essential element of an M&A transaction that a Buyer needs completed to help ensure a successful result.